Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 285 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$173,622
+282.6%
3,926
+278.2%
0.00%
+200.0%
Q2 2023$45,374
+11.2%
1,038
+0.2%
0.00%0.0%
Q1 2023$40,791
-5.7%
1,0360.0%0.00%0.0%
Q4 2022$43,257
+3.0%
1,0360.0%0.00%0.0%
Q3 2022$42,000
+2.4%
1,0360.0%0.00%0.0%
Q2 2022$41,000
-10.9%
1,0360.0%0.00%0.0%
Q1 2022$46,000
-2.1%
1,0360.0%0.00%0.0%
Q4 2021$47,0000.0%1,036
+6.5%
0.00%0.0%
Q3 2021$47,000
+9.3%
9730.0%0.00%0.0%
Q2 2021$43,000
-99.9%
973
-49.9%
0.00%0.0%
Q1 2021$82,006,000
+210171.8%
1,944
+100.0%
0.00%0.0%
Q4 2020$39,000
+18.2%
972
+0.1%
0.00%0.0%
Q3 2020$33,000
+17.9%
9710.0%0.00%0.0%
Q2 2020$28,000
+21.7%
971
+0.3%
0.00%0.0%
Q1 2020$23,000
-32.4%
9680.0%0.00%0.0%
Q4 2019$34,000
+6.2%
968
+0.1%
0.00%0.0%
Q3 2019$32,000
-5.9%
9670.0%0.00%0.0%
Q2 2019$34,000
-80.7%
967
-82.1%
0.00%
-87.5%
Q3 2018$176,000
+104.7%
5,409
+109.5%
0.01%
+60.0%
Q2 2018$86,000
-2.3%
2,582
+0.1%
0.01%
-16.7%
Q1 2018$88,000
+72.5%
2,580
+79.9%
0.01%
+50.0%
Q4 2017$51,000
+10.9%
1,434
+0.7%
0.00%
-20.0%
Q3 2017$46,000
+2.2%
1,4240.0%0.01%0.0%
Q2 2017$45,0000.0%1,424
-0.9%
0.01%
-28.6%
Q1 2017$45,000
+18.4%
1,4370.0%0.01%
-58.8%
Q4 2016$38,0001,4370.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders